Recently, Cui Dongshu, Secretary-General of the China Passenger Car Association (CPCA), noted that the new energy commercial vehicle market in 2024 is showing significantly stronger momentum compared to the same period last year. This assessment is supported by multiple data points: firstly, sustained policy support—including extended purchase subsidies, preferential road access rights, and rapid expansion of charging infrastructure—has bolstered market confidence; secondly, demand from key segments such as logistics, urban delivery, and sanitation services has risen markedly, with enterprises demonstrating stronger willingness to adopt new energy vehicles; thirdly, technological advancements have continuously improved vehicle performance in terms of range, payload efficiency, and operating costs, further enhancing user trust. Cui believes that as China advances its ‘dual carbon’ goals (carbon peak and carbon neutrality), the new energy commercial vehicle sector is transitioning from policy-driven to market-driven growth, revealing substantial future potential. Electrification is becoming the dominant trend, especially in short-haul transportation and specialized operational scenarios. Overall, the new energy commercial vehicle market is poised for steady growth in 2024, playing a crucial role in the broader electrification of the automotive industry.
近日，乘联会秘书长崔东树指出，2024年新能源商用车市场整体走势明显强于去年同期。这一判断基于多方面数据支撑：首先，政策支持力度持续加大，包括购置补贴延续、路权优先以及充电基础设施的快速完善；其次，物流、城市配送、环卫等细分领域对新能源商用车的需求显著提升，企业采购意愿增强；再者，技术进步推动产品性能优化，续航能力、载重效率和使用成本等方面不断改善，增强了用户信心。崔东树认为，随着“双碳”目标深入推进，新能源商用车正从政策驱动向市场驱动过渡，未来增长潜力巨大。尤其在短途运输和特定作业场景中，电动化已成为主流趋势。总体来看，2024年新能源商用车市场有望实现稳健增长，成为汽车电动化转型的重要一环。
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